Wealthy After 40: Personal Finance, Budgeting, Retirement Planning, Retirement Savings, and Financial Freedom for Gen Xers

Ep 83 Navigating Social Security with Christopher Hensley


Listen Later

Submit your questions here!

Join the Financial Freedom Accelerator and create your personalized roadmap to retirement!


In this episode, I welcome guest, Christopher Hensley, a financial advisor with over two decades of experience, to discuss the complexities of Social Security. 


We discuss factors affecting the best time to start claiming benefits, special considerations for those with pensions, and strategies for integrating Social Security into an overall retirement plan. 


Christopher also dispels common misconceptions about Social Security's future and provides actionable advice for maximizing benefits. Listeners are encouraged to save diligently and plan for a secure retirement.


00:38 Understanding Social Security Benefits

01:06 Strategies for Claiming Social Security

02:11 Special Cases and Exceptions

03:12 Widow's Benefits and Survivor Strategies

04:37 Maximizing Social Security Benefits

08:59 Common Misconceptions About Social Security

12:28 Working After Retirement Age

15:49 Windfall Elimination and Government Pension Offset

20:38 Integrating Social Security into Retirement Plans

23:04 Final Thoughts and How to Connect


Connect with Christopher:

linkedin.com/in/christopher-hensley-9584449

Websites

  • houstonfirstfinancialgroup.com 
  • moneymatterspodcast.com 


Book your complimentary Retirement Vision Session!

Your Next Steps to Make Retirement Possible:

Grab Your Free Retirement Planning Guide

Kickstart your journey with the 5 Must-Do Money Moves for Retirement. elevatefinances.us/mustdo

Need a Personal Retirement Plan?

Book your Retirement Roadmap Session — a 1:1 deep dive to get you on track. elevatefinances.us/roadmap

Explore More Resources

Visit the website and discover how to make retirement possible. elevatefinances.us



...more
View all episodesView all episodes
Download on the App Store

Wealthy After 40: Personal Finance, Budgeting, Retirement Planning, Retirement Savings, and Financial Freedom for Gen XersBy Dalene Higgins - Money Coach, Retirement Coach, CEO

  • 4.6
  • 4.6
  • 4.6
  • 4.6
  • 4.6

4.6

28 ratings


More shows like Wealthy After 40: Personal Finance, Budgeting, Retirement Planning, Retirement Savings, and Financial Freedom for Gen Xers

View all
Money Guy Show by Brian Preston and Bo Hanson

Money Guy Show

3,137 Listeners

Money Girl by QuickAndDirtyTips.com

Money Girl

1,841 Listeners

Sound Retirement Radio by Jason Parker

Sound Retirement Radio

433 Listeners

Your Money, Your Wealth by Joe Anderson, CFP® & Alan Clopine, CPA of Pure Financial Advisors

Your Money, Your Wealth

770 Listeners

Jill on Money with Jill Schlesinger by Audacy

Jill on Money with Jill Schlesinger

1,922 Listeners

Retirement Starts Today by Benjamin Brandt CFP®, RICP®

Retirement Starts Today

487 Listeners

ChooseFI by ChooseFI

ChooseFI

5,093 Listeners

NerdWallet's Smart Money Podcast by NerdWallet Personal Finance

NerdWallet's Smart Money Podcast

751 Listeners

Stay Wealthy Retirement Podcast by Taylor Schulte, CFP®

Stay Wealthy Retirement Podcast

558 Listeners

DIY Money | Personal Finance, Budgeting, Debt, Savings, Investing by Quint Tatro & Daniel Czulno, CFP® a passionate look at everything money from budgeting, savings, investing, stocks, bonds, debt. For those that enjoy Dave Ramsey, Jill On Money, Smart Money, BiggerPockets it’s worth a listen!, Bleav

DIY Money | Personal Finance, Budgeting, Debt, Savings, Investing

879 Listeners

Ready For Retirement by James Conole, CFP®

Ready For Retirement

776 Listeners

The Personal Finance Podcast by Andrew Giancola

The Personal Finance Podcast

1,353 Listeners

Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance) by Ari Taublieb, CFP®, MBA

Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)

33 Listeners

MoneyWatch with Jill Schlesinger by CBS News

MoneyWatch with Jill Schlesinger

400 Listeners

Catching Up to FI by Bill Yount & Jackie Cummings Koski

Catching Up to FI

320 Listeners